EMERALD ASSET MANAGEMENT, INC.
  • EMERALD ASSET MANAGEMENT, INC.
  • EAM, INC.
  • EMERALD ASSET MANAGMENT, INC.

Adviser Profile

As of Date 03/02/2025
Registration status Registration Changed to EMERALD ASSET MANAGEMENT, INC.
ADV Location ROCKY MOUNT, NC, United States
Contact Info 252 xxxxxxx
Websites
AUM* 110,426,978 14%
of that, discretionary 101,799,887 12%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 279,562 16%
% High Net Worth 41.56% 0%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees